+8.9%
CRCL vs VMC
-4.4%
+13.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | +0.4% |
| 7D | -11.2% | -3.8% | -7.5% | -11.7% |
| 30D | +27.1% | -9.7% | +36.8% | +25.3% |
| 3M | +9.6% | -9.6% | +19.3% | +9.0% |
| 6M | -19.7% | -4.8% | -14.9% | -19.7% |
| YTD | +14.2% | -10.9% | +25.1% | +9.4% |
| 1Y | -32.2% | -15.6% | -16.6% | -35.2% |
| All | +8.9% | -4.4% | +13.2% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling